The Motley Fool

JULY 29, 2023

This is vastly different from property-owning REITs, which are fairly simple to understand using kitchen table finance. To complicate things, mortgage REITs generally use leverage, often backed by the value of the CMOs it owns, in an attempt to enhance returns. Basically, you buy a property and rent it out. Image source: Getty Images.

Pension Funds 246

Pension Funds Investing Collateral Leveraging 246

Private Equity Wire

APRIL 3, 2024

Fund V is larger than its two predecessor funds, Fund IV and Find III, which raised €230m and €95.8m, respectively. As the firm’s first completely pan-African fund, Fund V will leverage the firm’s extensive on-the-ground presence with seven offices on the continent.

Private Equity Firms 83

Private Equity Firms Private Equity Firms Pension Funds Funds 83

Private Equity Insights

DECEMBER 15, 2023

The fund invests in North America and Europe , supporting the growth of companies primarily within the clean power generation, transmission, storage, energy efficiency and industrial decarbonization sectors, as well as associated services and supply chain businesses. Finance Can’t stop reading? Source: Yahoo!

Capital 130

Capital Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Insights

MARCH 17, 2023

Question is: Can it become a one-stop shop for pension funds, endowments, insurers, and sovereign wealth funds eager for exposure to every major alternative-asset class — without diminishing its private credit franchise? The attractions of sticking with private credit are obvious.

Pension Funds 130

Pension Funds Buyout Asset Management Leveraged Buyouts 130

Pension Pulse

MAY 23, 2024

But what’s even more relevant, he says, is that with $88 billion now invested in a province with a GDP of nearly $500 billion, “the Caisse is the pension fund that is the most invested, in the world, in its local economy.” Seated at Emond’s left elbow, a powerful ally—Quebec Finance Minister Eric Girard—comes to the Caisse’s defence.

Pension Funds 59

Pension Funds Stakes Banks Funds 59

The Motley Fool

DECEMBER 6, 2023

times, it has the strongest finances of any of its closest peers. Essentially, during the lean times, it can take on debt to keep funding its business and dividend while it waits for better days. When energy prices recover, as they always have historically, the company reduces its leverage to prepare for the next downturn.

Pension Funds 130

Pension Funds Asset Management Assets Debt 130

Private Equity Insights

SEPTEMBER 14, 2023

With one of Europe’s most flexible investment mandates, Verdane can leverage deep thematic expertise to invest in Europe’s most ambitious growth companies, with a genuine partnership mindset. Read more Verdane raises €1.1bn fund Verdane Capital XI has closed at its €1.1bn hard cap, almost doubling the size of its predecessor.

Funds 130

Funds Pension Funds Legal Capital 130

Pension Pulse

NOVEMBER 14, 2023

As part of the provincial budget, Finance Minister Peter Bethlenfalvy announced recently that an initial $3-billion in public funding is planned for the OIB. Having a public development or infrastructure bank provide directed financing for such critical areas is nothing new. Germany, and China combined.

Banks 59

Banks Pension Funds Investing Financing 59

Pension Pulse

NOVEMBER 15, 2023

This occurs when the value of bonds and shares of publicly listed firms decline, as they did recently, bringing down the total assets of a pension fund. Canadian pension funds are among the largest private equity investors in the world. Denominator effect The first is what’s known as the “denominator effect.”

Stakes 59

Stakes Pension Funds Assets Investment Horizon 59

Pension Pulse

APRIL 10, 2024

Today, CDPQ published its Sustainable Investing Report for the fiscal year ending December 31, 2023: CDPQ actively contributes to advancing sustainable finance, and once again this year the report presents concrete actions taken to drive the organization’s impact. Following are some highlights. Further evolve our approach.

Pension Funds 59

Pension Funds Investing Best Practices Assets 59

Pension Pulse

FEBRUARY 13, 2024

The Alberta pension plan hired David Scudellari in 2023 as head of international investment. trillion asset class as higher interest rates have drawn investors and bank financing for deals has dried up. AIMCo invests on behalf of 15 pension, endowment and government clients in the oil-rich Canadian province.

Pension Funds 59

Pension Funds Leveraging Debt Assets 59

Pension Pulse

JANUARY 31, 2024

It is not monolithic and includes such varied enterprises as pension fund investment managers such as AIMCo , insurance companies, investment banks, broker dealers, hedge funds, mortgage investment companies – and still others. The term NBFI captures a wide range of enterprises and therefore defies a common regulatory approach.

Banks 59

Banks Pension Funds Investing Financial Institutions 59

Pension Pulse

AUGUST 14, 2023

utility NextEra Energy (NEE) in the United States, and struck a deal to finance offshore wind development with Australia's Macquarie Group (MQG.AX). In 2015 the two funds partnered with Banco Santander SA (SAN.MC) to launch Cubico, and became equal owners after buying out the Spanish bank's stake the following year.

Pension Funds 52

Pension Funds Investing Earnings Before Interest Amortization 52

Pension Pulse

APRIL 24, 2024

He added: “ADQ’s existing portfolio of infrastructure assets, many of which are emerging as national champions, will serve as a catalyst to leverage significant potential of public-private partnership projects together with Plenary, a leader in its field with a proven track record of delivering successful infrastructure projects globally.”

Stakes 59

Stakes Pension Funds Bidding Shareholders 59

American Investment Council

OCTOBER 11, 2023

highlights the industry’s role as a critical source of financing for small and medium sized businesses. Investments made by public and private pension funds constitute approximately 31 percent of private credit funds’ total assets, the report also notes. Private credit was responsible for adding 1.6

Debt 52

Debt Pension Funds Investors Assets 52

Pension Pulse

FEBRUARY 22, 2024

The private equity portfolio was affected by interest rate hikes as well as by an increase in financing costs, which affected certain private companies. Regarding the pension fund's bond assets, CDPQ said the fixed income market was characterized by higher yields and the narrowing of corporate credit spreads. and down 0.2%

Returns 59

Returns Pension Funds Assets Debt 59

Pension Pulse

MAY 22, 2024

Ian Bickis of The Canadian Press reports CPP Investments earned 8 per cent in latest fiscal year, net assets rose to $632 billion: Canada's biggest pension fund earned an eight per cent return last year, but significantly underperformed the 19.9 per cent return of its reference portfolio. a publicly listed U.S.

Investing 59

Investing Pension Funds Stakes Assets 59

Pension Pulse

JANUARY 24, 2024

It allows us to further leverage our subsidiaries' deep real estate expertise and the best talent in corporate services from all three organizations to execute our strategy and position CDPQ well for the future. The move follows a similar initiative by Ontario Teachers' Pension Fund, announced last June.

Pension Funds 59

Pension Funds Best Practices Leveraging Legal 59

Pension Pulse

JULY 24, 2023

pension fund, has only about 11% of its assets invested in private equity, while Norway’s oil fund, one of the world’s largest wealth funds, has no investments in private equity at all. But which businesses were acquired by the Apollo fund? How leveraged are the investments? In which industries?

Pension Funds 88

Pension Funds Private Equity Firms Private Equity Firms Investing 88

Pension Pulse

AUGUST 24, 2023

A month ago, Eliyahu Kamisher of the Los Angels Times reported that CalPERS pension fund posts 5.8% gain in its latest fiscal year as the stock market rally and private debt buoyed the largest traditional public pension fund in the United States. pension fund, has yet to release its fiscal 2023 results.

Pension Funds 52

Pension Funds Debt Assets Banks 52

Pension Pulse

FEBRUARY 14, 2024

Oliver Senter, Executive Officer of Shizen Energy responsible for Investment & Finance, said: “We are delighted to announce a first co-investment project between CDPQ and Shizen. CDPQ is also the pension fund most present in its local economy globally. Some more food for thought for my pension readers.

Stakes 59

Stakes Consultants Consulting Pension Funds 59

Pension Pulse

SEPTEMBER 13, 2023

A report by the Asia Pacific Foundation of Canada found that between 2003 and 2017, Canadian pension funds invested $25 billion in the region. The Ontario Teachers’ Pension Plan Board has had an on-the-ground presence on the continent for over a decade, and currently has offices in Singapore as well as Hong Kong and Mumbai.

Pension Funds 59

Pension Funds Investment Horizon Assets Asset Management 59

Pension Pulse

SEPTEMBER 6, 2023

Advocacy groups have accused the private fund industry of unfair, conflicted and opaque practices that hurt everyday Americans who invest in such funds through their pensions. It's not as if some state pension fund benefits from opacity," SEC Chair Gary Gensler told reporters after the panel's vote.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

Pension Pulse

MARCH 18, 2024

She wishes to leverage the vision she developed during the various organizational transformation experiences she has had during her professional life. There were dramatic markdowns of unlisted real estate assets in the second half of the year and this is worth noting as Canada's large pension funds prepare to report their results.

Pension Funds 59

Pension Funds Assets Portfolios Funds 59

Blackstone News

SEPTEMBER 13, 2023

Gilles Dellaert Named Global Head of BXCI, Dwight Scott Named Chairman NEW YORK – September 13, 2023 – Blackstone (NYSE: BX) announced today the integration of its market-leading corporate credit, asset-based finance, and insurance groups into a single new unit, Blackstone Credit & Insurance (BXCI).

Securities and Exchange Commission (SEC) 64

Securities and Exchange Commission (SEC) Pension Funds Assets Financing 64

Pension Pulse

NOVEMBER 3, 2023

Michiel Willams of Net Zero Investor reports OMERS’ sustainability chief on why the C$127bn fund’s green investment spree will not slow down: OMERS, the defined benefit (DB) plan for municipal employees in Ontario, is increasingly positioning itself as one of Canada's greenest pension fund investors. to sell its 24.5%

Pension Funds 59

Pension Funds Investing Hedge Funds Assets 59

Pension Pulse

JUNE 28, 2023

billion (as at December 31, 2022) Website Media: Lori McLeod Tel: + 1 (437) 241 8480 Email: media@omers.com Ontario Teachers’ Pension Plan AUM $247.2 University Pension Plan AUM $10.8 Treasury at the Summit for a New Global Financing Pact in Paris on June 22-23. BCI Gross AUM $233.0 Yellen said in remarks at the U.S.

Pension Funds 52

Pension Funds Assets Financing Finance 52

Pension Pulse

AUGUST 15, 2023

The growth came as the fund earned a 12-month total-fund net return of 4.8 The pension fund, which invests to pay for the retirement for 336,000 working members and pensioners, noted that as of Jan. 1 the plan was fully funded with a $17.5-billion billion funding surplus. per cent and 8.6

Pension Funds 52

Pension Funds Assets Liabilities Stakes 52

Pension Pulse

JULY 4, 2023

Government concern about the pressure on Thames Water’s finances has been growing for several months. The company is still in talks with its shareholders about raising as much as £1 billion in fresh funds following a £500 million injection agreed last year. What happened to Bentley?

Pension Funds 52

Pension Funds Debt Shareholders Stakes 52

The Motley Fool

APRIL 18, 2024

We're buying as well as financing several firms that design, build, and service data centers. We recently financed a cloud infrastructure business supporting AI development. And then, again, consistent with our message over a long time, on a longer-term basis, we do think there's operating leverage built into our model.

Assets 130

Assets Banks Debt Capital 130

Pension Pulse

FEBRUARY 5, 2024

Its strategy is to complement existing products and concentrate investments in opportunities that may not be able to be leveraged within existing asset class mandates, enhancing clients’ overall investment strategies. I would urge my readers to click here to learn more about AIMCo's climate approach and how the ETOP will function in practice.

Funds 52

Funds Pension Funds Assets Consultants 52

Pension Pulse

DECEMBER 20, 2023

The unsubsidized, levelized cost of renewable power continues to outcompete fossil fuel generation in most jurisdictions, even after significant increases in capital and financing costs. Research by CEM Benchmarking shows that costs can play as big a role in returns as active management, particularly for smaller funds. million in 2022.

Bidding 59

Bidding Pension Funds Assets Banks 59

Pension Pulse

AUGUST 17, 2023

“The renewable energy, telecommunications and transportation sectors, to which (the Caisse) has been exposed for many years, are significant vectors of performance,” the pension fund said. In the first half of 2023, higher financing costs hurt the Caisse’s private-equity portfolio, which posted a return of 1.4 per cent. “In

Pension Funds 52

Pension Funds Assets Debt Portfolios 52

Pension Pulse

SEPTEMBER 5, 2023

Iñaki Echave, senior managing director at OTPP said: "We intend to leverage our sector expertise and flexible capital to accelerate 7IM’s growth organically and through M&A." We intend to leverage our sector expertise and flexible capital to accelerate 7IM’s growth organically and through M&A. Aquiline declined to comment.

Stakes 59

Stakes Asset Management Financial Services Assets 59

Pension Pulse

JUNE 20, 2023

He started his career with KPMG on the Financial Institutions industry team, followed by eight years in the Corporate Finance group advising mid-market companies on M&A and financings. leveraged loans and emerging market bonds. Andrew holds a Bachelor of Commerce from McGill University. Headquartered in Boston, U.S.,

Investing 52

Investing Leveraging Banks Debt 52

The Big Picture

SEPTEMBER 19, 2023

Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. So how does that relate to finance? And so they were both in finance and I decided that must be the absolute last thing I ever wanted it to do. So you end up going from the fund of funds to pension funds.

Asset Management 57

Asset Management Assets Pension Funds Hedge Funds 57

Pension Pulse

NOVEMBER 10, 2023

Executive announcements Manroop Jhooty was appointed Senior Managing Director & Head of Total Fund Management. Completed a multi-year forward flow agreement with Exeter Finance LLC, a U.S. indirect auto finance company, to acquire up to US$200 million per year in residual certificates of auto loan receivables securitizations.

Investing 59

Investing Buyout Stakes Assets 59